|
1
|
Bank of New York Mellon
New York
|
$21.6M
|
+$2.8M
|
+101,589
|
+15%
|
|
|
2
|
Flow Traders U.S.
New York
|
$3M
|
+$3.05M
|
+110,904
|
New
|
|
|
3
|
|
$1.92M
|
+$84.8K
|
+3,081
|
+5%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.1M
|
+$178K
|
+6,450
|
+19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$376K
|
-$9.17K
|
-333
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$343K
|
+$56.2K
|
+2,040
|
+19%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$285K
|
+$16.8K
|
+609
|
+6%
|
|
|
8
|
Lyell Wealth Management
Menlo Park,
California
|
$277K
|
+$991
|
+36
|
+0.4%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$267K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$232K
|
+$212K
|
+7,707
|
+908%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.4K
|
+$21.1K
|
+768
|
+36%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60K
|
+$60.5K
|
+2,196
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$13K
|
–
|
–
|
–
|
|
|
14
|
Belpointe Asset Management
Reno,
Nevada
|
$8.05K
|
–
|
–
|
–
|
|
|
15
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$976
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
–
|
-$20K
|
-1,038
|
Closed
|
|
